Filed March 5, 2026
Total covered: 12 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,114 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,942 | $82,274+48.2% | $152,466-20.0% | $79,386+53.6% |
| Participation rate | 87.7% | 76.4%+11.3pp | 78.2%+9.5pp | 70.7%+17.0pp |
| Annual return | 11.44% | 7959.84%-7948.4pp | 757.33%-745.9pp | 116.85%-105.4pp |
| Employer contribution / active EE | $4,871 | $3,613+34.8% | $4,327+12.6% | $2,427+100.7% |
| Participant deferral / active EE | $7,154 | $4,969+44.0% | $5,820+22.9% | $4,046+76.8% |
| Admin fee / account holder | $431 | $632-31.8% | $15,805-97.3% | $626-31.2% |